Innealta – Incorporating Opportunistic Strategies


  • Passive and opportunistic investment strategies are the building blocks we believe are necessary for a portfolio that seeks to both minimize draw-downs and also provide capital appreciation.
  • Opportunistic strategies have historically outperformed passive strategies during financial market draw-downs.
  • Innealta Capital offers two opportunistic funds within U.S. equity and international equity markets that have shown strong absolute and risk-adjusted performance.

At the core of any asset allocation scheme lies equity and fixed-income investments. Asset allocators and investors tend to use equities for capital appreciation potential while using fixed income for income and capital preservation. Generally, the goal for most investors is to construct a portfolio, using these two core asset classes, with the highest expected return for a given level of risk.